A Valentine’s Week Look at Inflation, CPI, Small Caps, & Real Estate
We begin this week by discussing the two biggest stories: inflation and tariffs. We’ll also delve into the performance of retail stocks, the influence of GLP-1 medications on fast food sales, and the performance of small caps and international markets. We’ll then dive into how shelter continues to drive CPI numbers and the contrasting dynamics of commercial and residential real estate markets.
Key Takeaways
- [02:25] - Tariff rates on other countries vs. those on the U.S.
- [04:00] - The CPI story remains *mostly* about shelter
- [07:23] - Counter-narratives to what's going to happen with a Trump presidency
- [08:43] - The impact of GLP-1 medications on fast food
- [12:58] - Small caps and International market performance
- [12:08] - Current and future outlook on real estate markets
Links
- Weighted average effective tariff rates
- Roche: CPI in 60 seconds
- No more cuts.. barring a recession
- Small Caps are undervalued relative to the S&P 500
- As buyers fail to show up, more homes are being pulled from sale
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Disclosure
The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.
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